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Jackson Thornton Wealth Management’s Steris STE Stock Holding History

Jackson Thornton Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,906
Closed -$496K – 338
2025
Q4 		$496K Sell
1,906
-74
-4% -$18.6K 0.05% 111
2025
Q3 		$480K Buy
+1,980
New +$474K 0.05% 105

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Jackson Thornton Wealth Management's STE Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Steris (STE) in Q1 2026, closing a stake of 1,906 shares — an estimated $496K sold.

Jackson Thornton Wealth Management first reported a position in STE in Q3 2025 and held it in 2 quarters. The position peaked at $496K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 1,906 Steris shares in Q1 2026, an estimated $496K.
  • Jackson Thornton Wealth Management first reported a position in Steris in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Steris position peaked at $496K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.